Investment Consultant

We are seeking an Investment Consultant to join our Private Bank team at our Bologna branch.

The role involves managing and developing a portfolio of clients, providing personalized investment advice, protection, and banking solutions tailored to their profile and needs.

Responsibilities

• Manage and develop assigned portfolios, implementing defined commercial initiatives and ensuring continuity in client relationships.
• Analyze client needs and provide personalized advice on bank products and services.
• Expand the portfolio by acquiring new clients and identifying commercial opportunities aligned with market potential and the reference territory.
• Contribute to achieving assigned revenue, economic, and capital targets for the managed portfolio.
• Ensure high-quality service, adhering to regulations and operational and administrative requirements.

Requirements

• Experience in financial consulting and managing and developing client portfolios.
• Knowledge of financial markets and investment, financing, and protection products.
• In-depth knowledge of the reference territory, its economic fabric, and local dynamics to identify commercial opportunities and build lasting client relationships.
• Ability to understand client needs and provide personalized advice on relevant products.
• Commercial development, result-oriented, and client loyalty mindset.
• Proven experience with Artificial Intelligence tools to enhance operational efficiency, optimize workflows, and support business challenge resolution, ensuring responsible and ethical data usage.

Well-being & Benefits

We prioritize employee well-being, offering:

• Emotionally and mentally balanced: a supportive work environment focusing on personal growth and work-life balance.
• Physically thriving: smart and innovative workspaces, health insurance, welfare programs, and company discounts for prevention and care.
• Socially connected: networking opportunities, diversity, equity, and inclusion initiatives.
• Financially secure: pension fund, long-term care insurance, meal vouchers, and favorable conditions for our financial products.